EUDG vs SPBW

Comparison between WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND (EUDG, ETF) and ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF).

EUDG vs SPBW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUDG(ETF)	SPBW(ETF)
Net Assets	$71M	$71M
Expense Ratio	0.58%	0.79%
Max Drawdown	36.12%	8.76%
Sharpe Ratio	0.52	1.81
5Y Beta	0.61	0.41
5Y Dividends CAGR	7.85%	N/A

Net Assets

EUDG

$71M

Winner

SPBW

$71M

Expense Ratio

Winner

EUDG

0.58%

SPBW

0.79%

Max Drawdown

EUDG

36.12%

Winner

SPBW

8.76%

Sharpe Ratio

EUDG

0.52

Winner

SPBW

1.81

5Y Beta

EUDG

0.61

Winner

SPBW

0.41

5Y Dividends CAGR

EUDG

7.85%

SPBW

N/A

EUDG vs SPBW - Holdings Comparison

EUDG and SPBW have 0 common holdings. Overlap is 0.00%

EUDG's top 25 holdings weight is 60.28%. SPBW's top 25 holdings weight is 99.98%.

Rank	EUDG	SPBW
#1	NOVARTIS AG REGISTERED SHARES (n/a) - 5.00%	ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.43%
#2	NESTLE SA (n/a) - 4.90%	ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37%
#3	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.53%	ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.36%
#4	BP PLC (n/a) - 3.49%	ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35%
#5	LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.32%	ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.35%
#6	n/a (n/a) - 3.16%	ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.34%
#7	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.00%	ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.34%
#8	ASTRAZENECA PLC (AZN:XLON) - 2.70%	ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.33%
#9	NOVO NORDISK AS CLASS B (n/a) - 2.61%	ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.33%
#10	ING GROEP NV (n/a) - 2.60%	ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.29%
#11	DEUTSCHE TELEKOM AG (n/a) - 2.53%	ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.26%
#12	ASML HOLDING NV (n/a) - 2.34%	ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.23%
#13	UNILEVER PLC (n/a) - 2.25%	N/A
#14	L'OREAL SA (n/a) - 2.18%	N/A
#15	GSK PLC (n/a) - 2.01%	N/A
#16	VOLVO AB CLASS B (n/a) - 1.96%	N/A
#17	LLOYDS BANKING GROUP PLC (n/a) - 1.70%	N/A
#18	DEUTSCHE POST AG (n/a) - 1.65%	N/A
#19	UBS GROUP AG REGISTERED SHARES (n/a) - 1.50%	N/A
#20	SCHNEIDER ELECTRIC SE (n/a) - 1.45%	N/A
#21	AIR LIQUIDE SA (n/a) - 1.18%	N/A
#22	ABB LTD (n/a) - 1.07%	N/A
#23	SAP SE (n/a) - 1.07%	N/A
#24	DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.07%	N/A
#25	ERSTE GROUP BANK AG. (n/a) - 1.01%	N/A
Total Holdings	228	12

EUDG vs SPBW - Historical Returns

Returns include dividend reinvestment.

Period	EUDG	SPBW
1 month	+0.99%	+0.62%
3 months	+1.12%	+3.39%
6 months	+4.81%	+4.49%
1 year	+10.93%	+12.02%
5 years(CAGR)	+4.72%	N/A
10 years(CAGR)	+7.90%	N/A
Max(CAGR)	+5.86%	+9.69%

Winner

EUDG

+0.99%

SPBW

+0.62%

EUDG

+1.12%

Winner

SPBW

+3.39%

Winner

EUDG

+4.81%

SPBW

+4.49%

EUDG

+10.93%

Winner

SPBW

+12.02%

5Y(CAGR)

EUDG

+4.72%

SPBW

N/A

10Y(CAGR)

EUDG

+7.90%

SPBW

N/A

Max(CAGR)

EUDG

+5.86%

Winner

SPBW

+9.69%

EUDG vs SPBW - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	EUDG	SPBW
2026	+1.27%	+3.84%
2025	+29.22%	+9.57%
2024	-3.10%	N/A
2023	+18.43%	N/A
2022	-18.47%	N/A
2021	+15.07%	N/A
2020	+10.43%	N/A
2019	+29.45%	N/A
2018	-15.42%	N/A
2017	+29.91%	N/A
2016	-1.76%	N/A
2015	+4.16%	N/A
2014	-11.12%	N/A

EUDG vs SPBW Drawdown Comparison

The maximum drawdown for EUDG was -33.76%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current EUDG drawdown is -5.01%. The current SPBW drawdown is -0.67%.

Rank	EUDG	SPBW
#1	-33.76% Jan 17, 2020 - Sep 2, 2020	-8.76% Feb 19, 2025 - Jun 3, 2025
#2	-33.31% Aug 13, 2021 - May 14, 2024	-2.86% Jan 27, 2026 - Apr 9, 2026
#3	-22.07% Jan 26, 2018 - Dec 12, 2019	-1.40% Oct 27, 2025 - Nov 25, 2025
#4	-19.79% Jul 3, 2014 - May 1, 2017	-0.83% Oct 6, 2025 - Oct 20, 2025
#5	-13.73% Sep 26, 2024 - May 16, 2025	-0.76% Jul 28, 2025 - Aug 8, 2025
#6	-12.20% Feb 20, 2026 - Mar 27, 2026	-0.68% Jan 12, 2026 - Jan 26, 2026
#7	-9.73% Oct 12, 2020 - Nov 10, 2020	-0.67% Jun 1, 2026 - Jun 5, 2026
#8	-6.04% Jul 10, 2025 - Aug 22, 2025	-0.54% Jan 8, 2025 - Jan 15, 2025
#9	-5.64% Jun 6, 2024 - Aug 19, 2024	-0.51% Jun 12, 2025 - Jun 16, 2025
#10	-4.69% Jan 8, 2021 - Apr 1, 2021	-0.44% Aug 13, 2025 - Aug 22, 2025
#11	-4.61% Nov 12, 2025 - Dec 3, 2025	-0.44% Jun 16, 2025 - Jun 23, 2025
#12	-4.06% Sep 17, 2020 - Oct 9, 2020	-0.43% Jan 23, 2025 - Feb 6, 2025
#13	-4.04% Jun 2, 2017 - Sep 1, 2017	-0.39% Dec 11, 2025 - Dec 19, 2025
#14	-3.95% Aug 30, 2024 - Sep 26, 2024	-0.33% May 14, 2026 - May 21, 2026
#15	-3.81% Jun 12, 2025 - Jul 2, 2025	-0.28% Apr 17, 2026 - Apr 22, 2026